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Untangle your systems: the audit toolkit
Find the costly gaps hiding between the tools you already run, and what to do about each one.
This is example content for the guide — you can change it later. The most expensive problems in a practice usually hide in the gaps between systems, where data is copied by hand.
Map the gaps
List every place a person moves data from one tool to another. Each is a candidate for automation, and a source of the errors and delays that slow the whole firm down.
